Blue Chip Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $404K | Buy |
2,160
+5
| +0.2% | +$935 | 0.32% | 68 |
|
|
2020
Q2 | $370K | Buy |
2,155
+12
| +0.6% | +$2.06K | 0.35% | 67 |
|
|
2020
Q1 | $303K | Sell |
2,143
-436
| -17% | -$61.6K | 0.38% | 63 |
|
|
2019
Q4 | $460K | Buy |
2,579
+15
| +0.6% | +$2.68K | 0.43% | 58 |
|
|
2019
Q3 | $422K | Hold |
2,564
| – | – | 0.44% | 59 |
|
|
2019
Q2 | $417K | Buy |
2,564
+9
| +0.4% | +$1.46K | 0.44% | 55 |
|
|
2019
Q1 | $402K | Sell |
2,555
-327
| -11% | -$51.5K | 0.46% | 58 |
|
|
2018
Q4 | $400K | Buy |
2,882
+350
| +14% | +$48.6K | 0.52% | 51 |
|
|
2018
Q3 | $409K | Buy |
2,532
+7
| +0.3% | +$1.13K | 0.41% | 61 |
|
|
2018
Q2 | $384K | Buy |
2,525
+720
| +40% | +$109K | 0.42% | 64 |
|
|
2018
Q1 | $265K | Buy |
+1,805
| New | +$265K | 0.27% | 81 |
|